Daruma Capital Management’s Zions Bancorporation ZION Stock Holding History

Daruma Capital Management’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-61,150	Closed	-$2.78M	–	37
2019 Q1	$2.78M	Sell	61,150 -6,275	-9%	-$299K	0.32%	46
2018 Q4	$2.75M	Sell	67,425 -6,737	-9%	-$314K	0.37%	40
2018 Q3	$3.72M	Buy	74,162 +3,783	+5%	+$200K	0.35%	45
2018 Q2	$3.71M	Sell	70,379 -1,387	-2%	-$76.5K	0.24%	47
2018 Q1	$3.78M	Hold	71,766	–	–	0.24%	42
2017 Q4	$3.65M	Hold	71,766	–	–	0.23%	45
2017 Q3	$3.39M	Sell	71,766 -382	-0.5%	-$17K	0.21%	47
2017 Q2	$3.17M	Sell	72,148 -1,655	-2%	-$68.1K	0.19%	50
2017 Q1	$3.1M	Buy	+73,803	New	+$3.21M	0.18%	53

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Daruma Capital Management's ZION Position: Q2 2019 in Review

Daruma Capital Management sold out of Zions Bancorporation (ZION) in Q2 2019, closing a stake of 61,150 shares — an estimated $2.78M sold.

Daruma Capital Management first reported a position in ZION in Q1 2017 and held it in 9 quarters. The position peaked at $3.78M in Q1 2018. 501 funds tracked by Wall St. Rank hold ZION as of Q2 2019.

Daruma Capital Management reported no remaining Zions Bancorporation position as of Q2 2019 after selling out during the quarter.
Daruma Capital Management sold 61,150 Zions Bancorporation shares in Q2 2019, an estimated $2.78M.
Daruma Capital Management first reported a position in Zions Bancorporation in Q1 2017 and held it in 9 quarters.
Daruma Capital Management's Zions Bancorporation position peaked at $3.78M in Q1 2018.
501 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2019.

Based on Daruma Capital Management's 13F filing for Q2 2019.